Zoho SalesIQ integration
Integrate Upscope and Zoho by adding a 'screenshare' link into SalesIQ
Minh Thu Saggers avatar
Written by Minh Thu Saggers
Updated over a week ago

Insert a 'screenshare' link into the Visitor info section of a chat. The link will initiate the co-browsing session and take you directly to the user's screen.

  1. Make sure the conversation is a new one or the user has refreshed their page since Upscope has been installed.

  2. A 'screenshare' link will be available on the right hand side under Visitor info

This will send a request to the user and initiate the co-browsing session.

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